FirstPurpose Wealth’s Dominion Energy D Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,083	Closed	-$284K	–	199
2023 Q1	$284K	Buy	5,083 +1,224	+32%	+$68.4K	0.14%	135
2022 Q4	$237K	Buy	+3,859	New	+$237K	0.13%	151